Kingswood Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Buy |
21,886
+4,429
| +25% | +$266K | 0.1% | 210 |
|
2025
Q1 | $942K | Buy |
17,457
+1,044
| +6% | +$56.3K | 0.09% | 257 |
|
2024
Q4 | $857K | Sell |
16,413
-114
| -0.7% | -$5.95K | 0.06% | 309 |
|
2024
Q3 | $949K | Buy |
16,527
+5,627
| +52% | +$323K | 0.07% | 306 |
|
2024
Q2 | $583K | Buy |
10,900
+1,038
| +11% | +$55.6K | 0.05% | 352 |
|
2024
Q1 | $509K | Sell |
9,862
-1,015
| -9% | -$52.4K | 0.06% | 342 |
|
2023
Q4 | $550K | Buy |
10,877
+768
| +8% | +$38.8K | 0.06% | 322 |
|
2023
Q3 | $481K | Buy |
+10,109
| New | +$481K | 0.08% | 253 |
|